Legacy Financial Advisors, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1730810
COVINGTON, KY
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,219,597
+$548,146 QoQ
Shares Held
56,504
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,190
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. BAC ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,219,597 | 56,504 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,671,451 | 54,799 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,153,040 | 57,328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,344,424 | 64,827 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,958,588 | 62,523 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,624,590 | 38,931 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,726,575 | 39,285 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,488,793 | 37,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,461,348 | 36,745 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,596,128 | 42,092 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,339,022 | 39,769 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,019,932 | 37,251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $834,190 | 29,076 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $659,201 | 23,049 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $708,039 | 21,378 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $659,688 | 21,844 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $649,776 | 20,873 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $962,857 | 23,359 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,032,034 | 23,197 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $970,407 | 22,860 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $652,753 | 15,832 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $556,633 | 14,387 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $347,625 | 11,469 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $316,711 | 13,147 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $315,851 | 13,299 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $266,372 | 12,547 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||